Podcast
The Legacy of Love: Estate Planning Simplified for Mothers
Hosted by Sara Ecklein · EN
If something happened to you tomorrow… would your family know what to do?
Estate planning can feel overwhelming. It’s easy to keep putting it off, thinking you’ll get to it tomorrow. You know it matters, but you’re not sure who to trust or where to start.
Only 1 in 3 families have an estate plan in place. That statistic is sobering when you realize death is the only guarantee in life. Not taking action can cost your family time, money, and peace.
The Legacy of Love podcast simplifies estate planning for mothers in the sandwich generation—those raising children while caring for aging parents—so you can plan with confidence, ditch the overwhelm, and leave a legacy that reflects your values and your vision.
Episodes air weekly on Mondays and Wednesdays.
In each episode, you’ll:
• Learn from heart-led experts what a thoughtful estate plan really includes
• Navigate hard topics like challenging family dynamics and end-of-life care
• Discover practical tools beyond your estate plan to reduce overwhelm, support your decision-making, and plan comprehensively with clarity and confidence
Hosted by Sara Ecklein—a Licensed Professional Fiduciary, private trustee, and mother—this podcast offers guidance that goes far beyond legal documents. Because legacy isn’t a destination; it’s a living practice that evolves as you do.
Don’t wait for a crisis to start your estate plan. Start today with intention, clarity, and love.
🎧 New here? Start with Episode 53: Estate Planning 101: Moms, What You Need to Know in 15 Minutes
10episodes
Episodes
Newest firstAll episodes
Feel Like You’re the Family Glue? Why You Need More Than an Estate Plan to Stop Carrying It All
Sep 2200:35:48Tap to summarizeAre you the one holding everything together, from aging parents to kids, finances, and emotions, and wondering how long you can keep doing it all?You're not imagining it: the pressure on women in the "sandwich generation" is intense. In this deeply validating conversation, host, Sara Ecklein welcomes Johanna Eigen, a systems integrator for families navigating special needs, aging parents, and estate complexity. Together, they dismantle the myth that you have to manage it all yourself and offer real solutions for bringing in help before crisis hits.In this episode, you'll discover:What it truly means to "hold the center" in your family and how to stop doing it aloneHow to recognize subtle red flags before they become full blown emergenciesA practical framework for mapping your family system, so you can breathe again and start getting supportPress play to hear how to shift from burnout to supported caregiving that honors your legacy and well-being.Connect with Johanna: jeigenlife.com LinkedIn Email: Johanna@JEigenLIFE.comEpisodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
Transcribe →The 3 Biggest Estate Planning Mistakes I See as a Trustee (And How You Can Avoid Them)
Sep 1700:12:31Tap to summarizeAre you making one of these estate planning mistakes without even realizing it?You signed the documents. You checked the box. But what if your estate plan could still fail your family when it matters most?Even the most beautifully drafted plan can unravel if key, often overlooked, steps are missed. In this episode, host Sara Ecklein, professional trustee and founder of Trust & Honor, reveals the three biggest estate planning mistakes she sees again and again and how you can avoid them with a few simple steps.In this episode, you’ll learn:Why signing documents isn’t the finish line and the next step you can take todayHow to choose the right people to carry out your wishes (not just the ones you feel obligated to name)The one step most people skip that renders their trust useless and how to fix it Don’t leave your legacy to chance. Press play to protect your loved ones with a plan that works.Episodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
Transcribe →Estate Planning 101: Moms, What You Need to Know in 15 Minutes
Sep 1500:15:25Tap to summarizeAre you putting off estate planning because it feels confusing, overwhelming, or just not urgent? If estate planning feels overwhelming, you're not alone. In this special episode, Sara distills insights from over 50 expert conversations into the clearest, most actionable guidance for women raising kids and caring for aging parents. No fluff, just the essentials that cut through the noise and help you protect what matters most. In this episode, you'll discover: The three essential questions your estate plan must answerThe four key documents almost every family needs to get started Why pairing planning with education is the secret sauce to an estate plan that truly works Press play to finally understand estate planning in a way that feels doable and empowering. Referenced In this Episode: Ep 2 with Patricia De FonteEp 4 with Megan MoghtaderiEp 11 with Ali GoffEp 28 with Jen GumbleEpisodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
Transcribe →Did You Complete Your Estate Plan? Mom’s, Here’s How to Prepare Your Successor Trustee for the Job
Sep 1000:16:49Tap to summarizeIf something happened to you tomorrow, would your successor trustee know exactly what to do, or would they be left overwhelmed and unprepared?Estate planning isn't just about signing documents, it's about setting your loved ones up for clarity and peace during some of life’s hardest moments. This episode speaks directly to women balancing family and caregiving, offering practical steps to ensure your successor trustee isn’t lost in a maze when the time comes.In this episode, you will:Discover what actually happens when a successor trustee becomes activatedLearn the key details your trustee needs beyond your estate planning documentsWalk away with a step-by-step action plan to organize and communicate critical information now, not laterPress play to learn how to create a clear roadmap that empowers your loved ones to honor your wishes with confidence and ease.Referenced in this episode:Episode with Adam Zuckerman: Innovative Tools for Estate Planning: Make Your Legacy CLEAR and Easy to NavigateDM Sara on LinkedIN for the LEGACY Framework DownloadEpisodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
Transcribe →Why Pushing Your Aging Parents Into Estate Planning Doesn’t Work And What To Do Instead
Sep 800:33:36Tap to summarizeHave you tried talking to your parents about estate planning, only to be met with resistance or emotional shutdown?If you're a mom juggling caregiving, work, and your own family, these conversations can feel like walking a tightrope. In this episode, host Sara Ecklein is joined by Jill Mastroianni, former practicing estate planning attorney and host of the Death Readiness Podcast, to explore why traditional approaches often backfire and the unseen emotional dynamics at play when aging parents resist planning their future.In this episode, you’ll discover:A mindset shift that transforms hard conversations from confrontation into collaboration The real reason your parents may seem “in denial” and what’s actually happening beneath the surface The single most important step to take if you’re unsure whether your parents still have legal capacity to plan or what to do if it’s already too latePress play to learn how to support your aging parents with more empathy, clarity, and collaboration without pushing or power struggles.Referenced in this episode: Episode 17: How Powers of Attorney Work, When to Use Them, and When It’s Too Late to Get OneEpisode 28: How to Protect Your Aging Parents and Avoid Probate CourtDM Sara on LinkedIn for the Free LEGACY Framework downloadConnect with Jill:DeathReadiness.comThe Death Readiness PodcastEmail: jill@deathreadiness.com LinkedinFacebookEpisodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
Transcribe →Stressed Out by Caregiving? 5 Quick Tips for Moms to Reclaim Their Energy
Sep 300:10:15Tap to summarizeBetween caregiving, motherhood, and the mental load of “doing it all,” it’s easy to forget your needs. In this heart-felt, honest episode, host Sara Ecklein shares five quick and practical tips that are helping her manage stress while navigating a big life transition and how you can use them too.In this episode, you will:Learn how to find micro-moments of calm when life won’t slow downDiscover a simple mindset shift to release the pressure of perfectionUnderstand why caring for yourself is key to building a meaningful legacyHit play now to discover 5 simple ways you can feel more resourced, grounded, and supported in the messy middle of life. Books Referenced in this Episode:Do Less by Kate NorthropFair Play by Eve RodskyBoundary Boss by Terri ColeEpisodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
Transcribe →Feeling Overwhelmed by Estate Planning? This 6-Step Framework Will Help You Start Today & Plan with Confidence
Sep 100:12:09Tap to summarizeFeeling overwhelmed by estate planning and unsure where to begin, especially while juggling kids and caring for aging parents?You’re not alone. Many delay planning because it feels too complicated, emotional, or just plain scary. But what if there was a clear, empowering path that helped you move from intention to action without the confusion?In this episode, you will: Discover the 6 simple steps of the LEGACY Framework to guide your estate planning journeyLearn from real-life stories what not to skip and whyIdentify the next small (but powerful) action you can take today to begin your plan Press play to finally understand what estate planning looks like when it’s rooted in love, clarity, and confidence, no legal jargon required.👉 DM Sara on LinkedIn for your free LEGACY Framework downloadReferenced in this episode:Episode 2: Estate Planning With Heart: Create an Estate Plan for Your Life, Legacy, and Peace of MindEpisode 4: Planning for Peace: Estate Planning Essentials (Living Trusts, Wills, Powers of Attorney, and Securing Your Legacy)Episode 15: Innovative Tools for Estate Planning: Make Your Legacy CLEAR and Easy to NavigateEpisode 17: How One Conversation Transformed a Father-Daughter Relationship And What It Teaches Us About LegacyEpisode 28: What Most People Get Wrong About Estate Planning—and How Education Can Protect Your LegacyEpisode 46: The Power of Intention: How Moms Can Shape a Legacy That Lasts Beyond a LifetimeEpisode 47: Why “Set It and Forget It” Estate Planning Is Failing WomenEpisodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
Transcribe →Think You’ve Done Enough? Why Your Estate Plan Might Still Fail the People You Love Most
Aug 2700:12:32Tap to summarizeIs your estate plan truly aligned with your values, or was it just another box to check off the to-do list?Many people assume they’re “covered” because they have a will or trust in place. But without integrity—the alignment between your documents, decisions, values, and the people involved—your plan could leave behind legal messes and fractured relationships. This final episode of our three-part series on intentional planning uncovers what most families don’t realize until it’s too late: why integrity is the key to a legacy that lasts.In this episode, you’ll discover:How integrity acts as the glue that holds your plan and your legacy togetherWhy misalignment between your documents, decisions, team, and values can lead to family heartbreakWhat a real-life, integrity-filled plan looks like and how you can create that same sense of peace and clarity for your familyListen now to learn how estate planning with integrity creates a legacy defined by clarity and love.Referenced In this Episode: The Way of Integrity by Martha BeckEpisodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
Transcribe →Why “Set It and Forget It” Estate Planning Is Failing Women
Aug 2500:10:53Tap to summarizeIs the person you were ten years ago making decisions for your family’s future today?Too many approach estate planning as a one-and-done task, missing a crucial truth: your identity and life evolves. And when your plan stays stuck in the past, it can't reflect who you’ve become, or the legacy you truly want to leave. If you're juggling caregiving, motherhood, and building a life aligned with your values, this episode will help you see estate planning through a new lens.In this episode, you will:Discover why updating your estate plan to reflect your evolution is key to building a legacy that truly reflects YOUHear a powerful story about what happens when you cling too tightly to control and the ripple effects it can have on othersLearn how to embrace vulnerability and personal growth as strengths in both motherhood and your estate planningPress play now to discover how honoring your evolution can transform the legacy you live and leave. Episodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
Transcribe →The Power of Intention: How Moms Can Shape a Legacy That Lasts Beyond a Lifetime
Aug 2000:08:35Tap to summarizeWhat if your estate plan could tell your story, not just divide your assets?Too often, estate planning is reduced to legal documents and a list of assets. But if you’re a woman balancing the care of your children and your aging parents, you know your legacy is about more than money, it's about meaning. This episode helps you move beyond fear and start with intention, so your plan becomes a reflection of who you are and what truly matters.In this episode, you will:Discover why setting intention is the most powerful first step in planning your legacy.Learn how one woman’s purposeful planning continues to shape her family’s life years after her passing.Hear a deeply personal practice you can adopt today to align your estate plan with your heart and values.Listen now to learn how to infuse your estate plan with intention and start shaping a legacy that lives beyond you.Referenced Episode: Episode 42: Why We Avoid Estate Planning & How to Start from a Place of Love (Even as a Busy Mother)Episodes air weekly on Mondays and Wednesdays. Download The Legacy of Love WorkbookA free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones. Connect with Sara on LinkedIn If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one. Disclaimer This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
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